FORM Wealth Advisors
EMB icon

FORM Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

FORM Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$271K Sell
2,980
-1,713
-37% -$162K 0.03% 48
2026
Q2 		$453K Sell
4,693
-62,031
-93% -$5.94M 0.05% 37
2026
Q1 		$6.27M Buy
66,724
+5,755
+9% +$553K 0.73% 17
2025
Q4 		$5.87M Buy
+60,969
New +$5.86M 0.69% 16
2025
Q2 		$5.84M Buy
+63,073
New +$5.68M 0.71% 16

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FORM Wealth Advisors's EMB Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 37% in Q3 2026, selling an estimated $162K and leaving 2,980 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #48.

FORM Wealth Advisors first reported a position in EMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.27M in Q1 2026. 206 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • FORM Wealth Advisors held 2,980 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $271K as of Q3 2026.
  • FORM Wealth Advisors sold 1,713 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $162K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • FORM Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.27M in Q1 2026.
  • 206 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.